- Serve as Value Architect and enable/facilitate Value Architect behaviors-activities
- Generate a client facing pipeline & manage/lead/participate in client pursuits (i.e., client discovery, presentations, proposal (pursuit) strategy, proposal development).
- Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.
- Utilize a broad array of sales techniques and approaches to identify healthcare IT consulting opportunities within his/her assigned territory consistent with Baker Tilly’s core competencies.
- Approaches may include, but are not limited to, cold-calling, client visits, client entertainment, email campaigns, attendance as conferences/tradeshows and speaking engagements.
- Has broad latitude for determining approaches that are effective in his/her territory.
- Identify and leverage support needed to fully understand client needs, represent Baker Tilly, and close deals – i.e., technical support for calls, recruiting support, executive support, marketing support.
- Maintain and grow relationships with existing clients by maintaining regular and open communications.
- Ensure standards of performance are being met by assigned consultants, and satisfaction level of client. Troubleshoot issues should they arise.
- Utilize support of Business Development Manager to achieve sales goals.
- Provide direction and mentorship to assigned Business Development Manager in support of the Director's sales plan/initiatives/campaigns.
- Advise senior management on trends/shifts in healthcare IT (i.e. products, tools, pricing, federal requirements) that may impact company’s future direction or consulting offerings.
- Negotiate service agreements and statements of work with clients.
- Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity notes and all related activities, and keeping an accurate, up-to-date pipeline of qualified opportunities in accordance with firm protocols.
- Provide weekly sales updates to senior management.
Requirements
- Bachelor's Degree required
- 10+ years of experience in healthcare-focused industries or in professional services supporting these sectors (e.g., accounting, law, management consulting, municipal advising, etc.), required
- Experience selling or delivering tax, assurance and/or consulting services within healthcare, preferably with hospitals, health systems, specialty and ancillary providers, and/or healthcare IT environments, required
- Excellent sales skills and a proven track record of achieving KPI’s
- Strong interpersonal skills and an ability to build rapport with internal Partners, Senior Management and stakeholders of varying levels/experience
- Driven and ambitious individual with a strong desire to succeed
- Eligibility to work in the U.S. without sponsorship required
- Ability to travel up to 50% as needed.
Core Competencies
Demonstrates expertise in healthcare IT consulting and sales, with a strong focus on client relationship management and strategic proposal development. Proven ability to lead client pursuits and achieve sales goals while maintaining compliance with CRM systems.
Highest-signal resume keywords
- Healthcare IT Consulting
- Sales Strategy Development
- Client Relationship Management
- Proposal Development
- KPI Achievement
ATS Optimization Keywords
Hard Skills
- Sales Techniques
- Proposal Development
- Client Discovery
- Negotiation
- CRM Compliance
- Salesforce
- Healthcare Consulting
- Tax Services
- Assurance Services
- Consulting Services
Soft Skills
- Interpersonal Skills
- Rapport Building
- Mentorship
- Communication
- Ambition
Certifications & Qualifications
- Bachelor's Degree
Industry Keywords
- Healthcare
- Professional Services
- Hospitals
- Health Systems
- Specialty Providers
- Ancillary Providers
- Federal Requirements
- Sales Goals
- Client Satisfaction
- Business Development